Alesco Advisors’s Merck MRK Stock Holding History

Alesco Advisors’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$508K	Buy	4,224 +86	+2%	+$9.93K	0.01%	172
2025 Q4	$436K	Buy	4,138 +9	+0.2%	+$845	0.01%	146
2025 Q3	$347K	Buy	4,129 +328	+9%	+$27K	0.01%	158
2025 Q2	$301K	Sell	3,801 -349	-8%	-$27.7K	0.01%	161
2025 Q1	$373K	Buy	4,150 +1,970	+90%	+$184K	0.01%	141
2024 Q4	$217K	Buy	2,180 +206	+10%	+$21.2K	0.01%	174
2024 Q3	$224K	Hold	1,974	–	–	0.01%	172
2024 Q2	$244K	Buy	1,974 +274	+16%	+$35.3K	0.01%	165
2024 Q1	$224K	Buy	+1,700	New	+$210K	0.01%	171
2023 Q3	–	Sell	-1,762	Closed	-$203K	–	172
2023 Q2	$203K	Buy	+1,762	New	+$200K	0.01%	163
2020 Q1	–	Sell	-4,491	Closed	-$390K	–	146
2019 Q4	$390K	Buy	+4,491	New	+$369K	0.02%	127
2019 Q3	–	Sell	-2,620	Closed	-$210K	–	133
2019 Q2	$210K	Buy	+2,620	New	+$201K	0.01%	126
2017 Q4	–	Sell	-3,734	Closed	-$228K	–	120
2017 Q3	$228K	Buy	+3,734	New	+$226K	0.01%	112

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alesco Advisors's MRK Position: Q1 2026 in Review

Alesco Advisors increased its Merck (MRK) stake by 2.1% in Q1 2026, buying an estimated $9.93K and bringing the position to 4,224 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #172.

Alesco Advisors first reported a position in MRK in Q3 2017 and has held it in 13 quarters since. 3,781 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Alesco Advisors held 4,224 shares of Merck worth $508K as of Q1 2026.
Alesco Advisors bought 86 Merck shares in Q1 2026, an estimated $9.93K.
Merck made up 0.01% of Alesco Advisors's portfolio in Q1 2026, its #172 holding.
Alesco Advisors first reported a position in Merck in Q3 2017 and has held it in 13 quarters since.
3,781 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Alesco Advisors's 13F filing for Q1 2026, filed 13 May 2026.